Stableford Capital II’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.43M | Buy |
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|
2025
Q2 | $2.35M | Sell |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $4M | Sell |
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|
2024
Q3 | $4.24M | Sell |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.2M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $962K | Buy |
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|
2022
Q3 | $851K | Buy |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $917K | Buy |
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